Titelia

Holdings of Mid-Cap Value Portfolio

PACIFIC SELECT FUND · Original filing · Compare with another fund · Report an error

Net assets
400.7M $ including 393.6M $ in equities, 98.2 %
Positions
137 in 6 countries
Top ten
14.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Evercore Inc 6,3221.9M $0.47 %
102Voya Financial Inc 27,4311.9M $0.47 %
103QIAGEN NV 46,8041.9M $0.47 %
104Wyndham Hotels & Resorts Inc 22,8551.9M $0.46 %
105CenterPoint Energy Inc 42,5681.8M $0.46 %
106Corpay Inc 6,3071.8M $0.46 %
107Parker-Hannifin Corp 2,0361.8M $0.45 %
108NewMarket Corp 2,7941.8M $0.45 %
109Equity Residential 29,7591.8M $0.44 %
110SLB Ltd 34,1101.8M $0.44 %
111Halozyme Therapeutics Inc 26,7541.7M $0.43 %
112Resideo Technologies Inc 51,2401.7M $0.43 %
113Rocket Cos Inc 121,0111.7M $0.43 %
114SEI Investments Co 21,5351.7M $0.42 %
115Builders FirstSource Inc 20,5051.7M $0.42 %
116Marriott International Inc/MD 4,9671.6M $0.41 %
117ITT Inc 8,5181.6M $0.41 %
118Extra Space Storage Inc 12,3721.6M $0.40 %
119Leidos Holdings Inc 10,4211.6M $0.40 %
120Gentex Corp 72,2181.6M $0.39 %
121Synchrony Financial 23,0991.6M $0.39 %
122Check Point Software Technologies Ltd 10,8001.5M $0.39 %
123Cavco Industries Inc 3,1791.5M $0.38 %
124Domino's Pizza Inc 4,2111.5M $0.38 %
125Darden Restaurants Inc 7,5351.5M $0.37 %
126Carlisle Cos Inc 4,4201.5M $0.37 %
127Ares Management Corp 13,3411.5M $0.36 %
128Vontier Corp 39,2361.4M $0.35 %
129Copart Inc 41,6541.4M $0.35 %
130Qnity Electronics Inc 11,9341.4M $0.34 %
131Cal-Maine Foods Inc 15,7881.2M $0.31 %
132VICI Properties Inc 40,5381.1M $0.28 %
133TE Connectivity PLC 5,0241.1M $0.26 %
134Louisiana-Pacific Corp 13,7491M $0.25 %
135NRG Energy Inc 6,753986.9K $0.25 %
136Churchill Downs Inc 10,605952.6K $0.24 %
137Masterbrand Inc 84,176699.5K $0.17 %

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Sector breakdown

  • Industrials 9.0 %
  • Consumer discretionary 8.3 %
  • Financials 8.0 %
  • Energy 7.5 %
  • Technology 7.4 %
  • Health care 7.0 %
  • Utilities 4.0 %
  • Consumer staples 3.5 %
  • Materials 3.2 %
  • Real estate 2.6 %
  • Unattributed 39.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.3 %
  • United Kingdom 2.3 %
  • Bermuda 1.6 %
  • Singapore 0.7 %
  • Canada 0.7 %
  • Israel 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States130371.3M $94.33 %
2United Kingdom29.1M $2.31 %
3Bermuda26.2M $1.57 %
4Singapore12.8M $0.70 %
5Canada12.7M $0.69 %
6Israel11.5M $0.39 %
Cite this page

Titelia. "Holdings of Mid-Cap Value Portfolio". https://titelia.com/en/funds/S000026029